Carta - Manage Your Equity 4+

All things equity in one place

eShares

    • 4.8 • 5.6K Ratings
    • Free

Screenshots

Description

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Download the Carta app to manage all things equity - from accepting equity grants to exercising your options.

What’s New

Version 3.56.1

∙ We've added security acceptance to help streamline portfolio creation and improve the employee onboarding experience
∙ Bug fixes & minor cosmetic improvements.

We love hearing from our Carta customers. Please share any feedback, questions or comments with feedback-mobile@carta.com so we can make your Carta experience even better!

Ratings and Reviews

4.8 out of 5
5.6K Ratings

5.6K Ratings

Jedi Hogan ,

Simplicity, Great Organization, Intuitive

Worked all kinds of financial apps and Carta really is the ticket. Informative, pointed direction, and everything makes sense. I don’t say this lightly, have no vested interest in company, but would love to hire this design and execution team. Bravo!

Saddest Sad Boy ,

Lacking Basic Features

I just set up my account including 2 factor authentication with the Authenticator app. I tried to download backup codes during that process, but they did not download and I was pushed to the next step. (QA issue.) There is no way to go back or download backup codes anymore, as confirmed by the Carta chat support agent. (Design issue.)

I have full access to my account currently because I have my phone with the Authenticator app set up, so why can’t I use my full access to download a mew set of backup codes? Other companies like Google allow you to generate new backup codes at any time.

Instead, Carta is asking that I pretend I don’t have access anymore and submit a request (photos of my face, government ID, and a hand-written note) to entirely reset my 2 factor authentication. All I want is to continue using my existing 2-FA but create new backup codes in case I ever lose or replace my phone/Authenticator app. Google allows that for their accounts and services.

Side note, if you chat with support, you cannot download the transcript at the end. You have to ask the agent to email it to you.

Irkfiwntifkahfignfis ,

Usability Nightmare

I have a few partially exercised grants, and it would be useful if my grants were listed by:
-Grant amount
-Vested amount
-Exercised amount
-Amount available to exercise

Instead I have to manually take my vested amount and subtract the exercised quantity for every single grant. So I’m navigating back and forth with a calculator in hand trying to figure out how many options I could actually exercise. It would be much more helpful if all my vested options across all my grants were listed at a higher level with a cash outlay to help me decide if I should buy them.

Options grants are listed as “xx out of xx available to exercise” — except that’s clearly not true as it includes unvested shares which by definition are not available to exercise.

This app does not do a good job at helping me figure out how many shares I’m able to buy at any given time, and even if it did, I have to go to carta’s website to actually exercise anything.

Developer Response ,

Hi, thanks for your helpful feedback. We've started to summarize key details of your options grants and you can see them on the company detail page. As for mobile exercise, we're working to bring this to the app very soon!


Would you be willing to email us directly at feedback-mobile@carta.com so we can look into your vesting details further? We're here to help and would love to hear from you! It's possible that your company allows for early exercises, which means even unvested shares are exercisable.

Thanks, The Carta Mobile Team

App Privacy

The developer, eShares, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Purchases
  • Financial Info
  • Location
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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